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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,558 | $88,778+283.6% | $81,844+316.1% | $145,884+133.4% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 21.50% | 1033.03%-1011.5pp | 778.87%-757.4pp | 551.85%-530.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,580 | $4,648+63.1% | $4,323+75.3% | $6,690+13.3% |
| Admin fee / account holder | $6,468 | $8,430-23.3% | $7,355-12.1% | $13,392-51.7% |